This Month
Veteran financial crash survivor warns of 2025 Wall Street bubble
After successfully navigating some of the worst collapses in financial markets history, Perth’s Willy Packer says US shares are flashing red.
- Joshua Peach
December 2024
Global fund managers are ‘super bullish’ on US equities
“Long magnificent seven”, which is long-term investment in US mega-cap tech stocks, has held the top spot for the most crowded trade for 21 consecutive months.
- Timothy Moore
Top fundies name their stock picks for 2025
From weapons makers to eye drugs and even Qantas, these are the investment opportunities fundies are watching closely in the new year.
- Lucy Dean
November 2024
- Opinion
- Chanticleer
Why stock pickers are worth saving in a world gone passive and private
Active management is supposed to be about allocating capital in the best way for the long term. But fundies have found themselves in a short-term pain cycle.
- James Thomson
MinRes named the best stock to ride 2025 lithium bull run
Morningstar says now is the time to pile back into these shares before prices of the battery material go on a tear next year.
- Alex Gluyas
The world according to Coppo and why he thinks MinRes is a ‘screamer’
The sharemarket veteran talks the best and worst calls of his career, what he’s been buying and selling, and where to next for the ASX mining giants.
- Updated
- Sarah Jones
Is an ASX small-cap bull run upon us? Phil King thinks so
The Regal Partners CIO is one of several fund managers betting the “passive bubble” driving large-cap shares higher this year may finally have popped.
- Joshua Peach
October 2024
Chris Kourtis is on a winning streak. Here’s his next ASX pick
The renowned value investor is preparing his stock selection for the Sohn Hearts & Minds Conference. It’s not Star Entertainment.
- Joshua Peach
Here’s one ‘interesting’ property stock flying under the radar
Prime Value’s Leanne Pan talks real estate, Telstra, and names one ASX-listed retailer that could surprise on the dividend front.
- Joanne Tran
- Opinion
- Passive investing
Is passive investing a safe bet or a double-edged sword?
While typically considered benign, passive index investing can come with unintended consequences.
- Todd Hoare
September 2024
Missed out on Nvidia and Ozempic? This fundie says it’s never too late
Northcape Capital’s Fleur Wright may have missed out in the early AI and GLP-1 investor frenzy, but she made other good calls that were perfectly timed.
- Sarah Jones
- Opinion
- Sharemarket
Worried about another sell-off? Time to reframe how you view risk
Conventional wisdom teaches us that greater risk can lead to greater returns, but the concept of risk itself remains poorly understood by most.
- Arian Neiron
Here’s a stock that’s doubled in value and has further to run
Tura Capital’s Oliver Attwater says there are huge returns to be made in global small and mid-cap stocks – if you know where to look. Like in appliances and commercial kitchens.
- Sarah Jones
When bigger is not better: meet the fundies going it alone
As the investment giants grapple with rising costs and dwindling assets, there’s a band of ultra boutique firms that have sprung up and are making waves.
- Joanne Tran
August 2024
These early Nvidia backers are offloading their shares – for now
Some early Australian investors of the AI darling were positioned for a sharp sell-off in the shares this week, including Munro Partners, but a re-acceleration in the chipmaker’s earnings is also in their sights.
- Alex Gluyas
Why this beaten up beauty stock could pay off handsomely
Ex-Magellan stock-picker Kris Webster explains why he’s betting on a rebound in the US beauty industry and a stock that has slumped more than 30 per cent since March.
- Joanne Tran
- Opinion
- Sharemarket
Two wrong calls: Why fundies couldn’t beat the market in FY24
There were two key calls to make in FY24 if you wanted to at least keep up with the ASX 200. Get one of those trades wrong and that’s your year’s performance gone.
- Updated
- Jun Bei Liu
Two hot stock picks flying under the radar of most investors
Firetrail’s small-cap manager Matthew Fist explains why one business is set to triple in size, and reveals another with a “mouth-watering” dividend yield.
- Joanne Tran
Brokers reveal ‘bargain’ stock picks after ASX meltdown
Analysts are hunting among the rubble of this week’s sharemarket crash, which they say has created an opportunity to snap up some growth and cyclical stocks at bargain prices.
- Alex Gluyas
Investors warn global rout may have not gone ‘far enough’
Goldman Sachs, JPMorgan Asset Management and Capitol Group warn that volatility in the market is likely to persist after Monday’s brutal sell-off.
- Joanne Tran